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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2426
Beacon Financial Advisory
Ohio
$290K +$51.9K +356 +22%
TW
2427
Towerpoint Wealth
California
$289K -$593K -4,071 -68%
FWM
2428
Focused Wealth Management
New York
$289K +$18.9K +130 +7%
PDM
2429
Penn Davis McFarland
Texas
$288K – – –
AA
2430
Argent Advisors
Louisiana
$287K -$566K -3,882 -67%
MA
2431
MONECO Advisors
Connecticut
$287K +$583 +4 +0.2%
BWM
2432
Benchmark Wealth Management
Connecticut
$286K – – –
TCPWM
2433
Traverso Chambers Private Wealth Management
California
$286K +$146 +1 +0.1%
PFA
2434
Pettinga Financial Advisors
Indiana
$285K -$15.6K -107 -5%
FPIS
2435
Financial Planning & Information Services
Wisconsin
$285K -$10.6K -73 -4%
WDL
2436
Well Done LLC
Michigan
$285K +$583 +4 +0.2%
LIM
2437
Lathrop Investment Management
Arkansas
$285K +$5.97K +41 +2%
BAM
2438
Bellevue Asset Management
Washington
$283K -$14.3K -98 -5%
LFG
2439
Larson Financial Group
Missouri
$283K +$1.17K +8 +0.4%
PWM
2440
Prentice Wealth Management
New York
$283K +$80.9K +555 +41%
FCFC
2441
First Citizens Financial Corp
Iowa
$282K – – –
LA
2442
Legacy Advisors
Pennsylvania
$282K – – –
BCM
2443
Blume Capital Management
California
$282K +$73.7K +506 +36%
KBG
2444
Kahn Brothers Group
New York
$282K – – –
FFG
2445
Ford Financial Group
California
$281K -$874 -6 -0.3%
IF
2446
Ironwood Financial
Arizona
$280K – – –
RWM
2447
Rench Wealth Management
Texas
$280K +$874 +6 +0.3%
WC
2448
Whitney & Co
New York
$279K – – –
GWA
2449
GGM Wealth Advisors
Maryland
$279K +$437 +3 +0.2%
HIS
2450
Horizon Investment Services
Indiana
$279K +$275K +1,885 New
96 97
98
99 100